Diversity and equality

The expanding employee channel firm aims to support practice recruiting efforts and help usher in the next generation of advisors.

An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.

These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.

The firm is following through on its $30-billion pledge and trying to forge a different onramp into the profession.

For every dollar, the median white family saves about seven cents, while the median Black family saves a penny or less. But when compared to families with the same income, the racial gap disappears.

How to welcome LGBTQ clients, colleagues and friends by using your pronouns

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

Many White Americans are retiring because they can afford to, while Black Americans are forced to stop working by health problems or a disability.

Two representatives in a New Jersey office made lewd comments and created a hostile work environment, the former employee says.

A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.

"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.

This likely means an ex-diversity chief from the firm will no longer be able to testify in a class action lawsuit with similar allegations, according to a legal expert.

Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.

Four advisors launched a program for RIAs this summer with industry-changing potential.

Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.

With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

The company didn’t look into the incident carefully before firing Amy Cooper the following day, the suit says.